See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $152,247 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $77,682 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,659 | $100,801+1.8% | $149,696-31.4% | $73,409+39.8% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 92.49% | 265.34%-172.8pp | 276.60%-184.1pp | 59.29%+33.2pp |
| Employer contribution / active EE | $379 | $3,312-88.6% | $4,644-91.8% | $2,234-83.1% |
| Participant deferral / active EE | $6,901 | $6,404+7.8% | $6,842+0.9% | $3,805+81.3% |
| Admin fee / account holder | $314 | $181+73.6% | $9,309-96.6% | $158+98.8% |